2026-05-15T14:33:44-05:00 2025-06-30 720398470 HEARD MCELROY & VESTAL LLC 1900 NORTH 18TH STREET SUITE 300 MONROE LA 71201 990 2024-07-01 720498515 UNITED WAY OF NORTHEAST LOUISIANA INC UNIT 3182353869 1201 HUDSON LANE MONROE LA 71201 NATHAN SMITH TREASURER 3182353869 2026-05-15 1 1 JENNIFER M HILL P00712786 3183883108 2026-05-15 2024 2025-03-06 01:10:19Z NATHAN SMITH 1201 HUDSON LANE MONROE LA 71201 3906769 0 X WWW.UNITEDWAYNELA.ORG X 1956 LA TO HELP PEOPLE AND IMPROVE COMMUNITIES - THE UNITED WAY IS FOCUSED ON CREATING LASTING CHANGE IN COMMUNITY CONDITIONS TO IMPROVE THE LIVES OF PEOPLE THROUGH COMMUNITY INITIATIVES. 38 38 52 1160 0 0 3154226 2870948 978273 942323 96689 93264 0 234 4229188 3906769 1444668 1353619 0 0 2041039 2306090 0 0 724436 814530 946016 4300237 4605725 -71049 -698956 4727653 4442787 1530451 1938709 3197202 2504078 X TO HELP PEOPLE AND IMPROVE COMMUNITIES - THE UNITED WAY IS FOCUSED ON CREATING LASTING CHANGE IN COMMUNITY CONDITIONS TO IMPROVE THE LIVES OF PEOPLE THROUGH COMMUNITY INITIATIVES. 0 0 1334678 1334678 AGENCY FUNDING - THE PURPOSE OF UNITED WAY OF NORTHEAST LOUISIANA IS HELPING PEOPLE AND IMPROVING THE COMMUNITY. UNITED WAY HELPS PEOPLE BY SUPPORTING NUMEROUS AGENCY PROGRAMS THAT EFFECTIVELY WORK TOGETHER TO ACHIEVE COMMUNITY GOALS AND INITIATIVES. 1280320 942323 UNITED WAY 2-1-1 PROVIDES A FREE, EASY-TO-REMEMBER TELEPHONE NUMBER THAT QUICKLY AND EASILY CONNECTS PEOPLE TO AVAILABLE SOCIAL ASSISTANCE SERVICES. DURING FISCAL YEAR JULY 2024-JUNE 2025, UNITED WAY OF NORTHEAST LOUISIANA'S 2-1-1 RESPONDED TO 11,843 CONTACTS VIA CALLS, TEXTS, EMAILS, OR WALK-INS.LOUISIANA ASSOCIATION OF UNITED WAYS (LAUW) 2-1-1 PROVIDES THE SAME EASY ACCESS TO AVAILABLE ASSISTANCE ACROSS ALL REGIONS OF LOUISIANA, EXCEPT LAFAYETTE AND NEW ORLEANS. DURING THE FISCAL YEAR JULY 2024-JUNE 2025, TOTAL CALLS RESPONDED TO FOR ALL REGIONS UNDER CONTRACT WERE 60,062 VIA CALLS OR TEXT. 796495 2841 COMMUNITY IMPACT--UNITED WAY STANDS WITH THE RESIDENTS, BUSINESS LEADERS, AND POLICYMAKERS TO TAKE ACTION TOGETHER AND STRATEGICALLY INVEST IN MAKING A MEANINGFUL DIFFERENCE IN THE LIVES OF PEOPLE IN NORTHEAST LOUISIANA. 16100 16100 FRONT DOOR TO HOUSING IS A LOCALLY FUNDED COLLABORATIVE INITIATIVE OPERATED IN PARTNERSHIP WITH THE WELLSPRING AND THE HOME COALITION TO ADDRESS HOMELESSNESS AND HOUSING INSTABILITY IN NORTHEAST LOUISIANA. THE PROGRAM PROVIDES WALK-IN ASSISTANCE, CRISIS RESPONSE, OUTREACH, SCREENING AND ASSESSMENT, DIVERSION ASSISTANCE, SHELTER AND HOUSING REFERRALS, AND LIMITED REHOUSING SUPPORT FOR INDIVIDUALS AND FAMILIES EXPERIENCING HOMELESSNESS OR AT RISK OF HOMELESSNESS. DURING THE YEAR ENDED JUNE 30, 2025, THE PROGRAM SERVED APPROXIMATELY 860 HOUSEHOLDS THROUGH WALK-IN AND DIVERSION SERVICES AND RESPONDED TO 3,348 CRISIS CALLS AND REQUESTS FOR ASSISTANCE. THE PROGRAM ALSO CONDUCTED COMMUNITY OUTREACH AND FACILITATED REFERRALS TO EMERGENCY SHELTER, STREET OUTREACH, BEHAVIORAL HEALTH, AND OTHER COMMUNITY-BASED HOUSING RESOURCES. CRISIS CALL TOTALS INCLUDE INBOUND REQUESTS, SCREENINGS, AND REPEAT CONTACTS AND DO NOT REPRESENT UNDUPLICATED HOUSEHOLDS SERVED. 16100 16100 3427593 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 3 0 1 52 1 0 0 0 0 0 0 0 0 0 0 0 0 X 38 38 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X KIMBERLY LOWERY 3182353869 1201 HUDSON LANE MONROE LA 71201 ERNEST GREEN DIRECTOR 0.00 X 0 0 0 ELLA NIMMERS DIRECTOR 0.00 X 0 0 0 CATHI COX-BONIOL DIRECTOR 0.00 X 0 0 0 BRIAN BUSH DIRECTOR 0.00 X 0 0 0 CINDY SHAW DIRECTOR 0.00 X 0 0 0 RICK GUILLOT DIRECTOR 0.00 X 0 0 0 ALBERTA GREEN DIRECTOR 0.00 X 0 0 0 TODD GUICE DIRECTOR 0.00 X 0 0 0 MARCUS MASHAW DIRECTOR 0.00 X 0 0 0 BRITTANY MYERS DIRECTOR 0.00 X 0 0 0 PAMELA SAULSBERRY DIRECTOR 0.00 X 0 0 0 KEVIN SMITH DIRECTOR 0.00 X 0 0 0 JOSH MANDRELL DIRECTOR 0.00 X 0 0 0 IKE BYRD DIRECTOR/ SECRETARY 0.00 X X 0 0 0 JUANITA WOODS DIRECTOR 0.00 X 0 0 0 NATHAN G SMITH DIRECTOR/TREASURER 0.00 X X 0 0 0 CHRISTINE RAMBO DIRECTOR 0.00 X 0 0 0 DANIEL TAYLOR DIRECTOR/ PAST CHAIR 0.00 X X 0 0 0 VANCE PRICE DIRECTOR 0.00 X 0 0 0 KRISTEN SHAMBRO DIRECTOR 0.00 X 0 0 0 KELLY HOGAN DIRECTOR 0.00 X 0 0 0 ASHLEY WEST DIRECTOR/CHAIR 0.00 X X 0 0 0 TONI BACON DIRECTOR 0.00 X 0 0 0 MARY BARRIOS DIRECTOR 0.00 X 0 0 0 SUSHMA KRISHNAMURTHY DIRECTOR 0.00 X 0 0 0 KELSEA MCCRARY DIRECTOR 0.00 X 0 0 0 SAM MOORE DIRECTOR 0.00 X 0 0 0 WENDI NAPOLI DIRECTOR 0.00 X 0 0 0 WILLIAM SMART DIRECTOR 0.00 X 0 0 0 AMY STEGALL DIRECTOR 0.00 X 0 0 0 ADARIAN WILLIAMS DIRECTOR 0.00 X 0 0 0 KEVIN CUPPIA DIRECTOR 0.00 X 0 0 0 DAVID COLE DIRECTOR 0.00 X 0 0 0 LEE DENNY DIRECTOR 0.00 X 0 0 0 JENNIFER JOHNSON DIRECTOR 0.00 X 0 0 0 ALPA PATEL DIRECTOR 0.00 X 0 0 0 BRUCE RUSHING DIRECTOR 0.00 X 0 0 0 SHELIA SNOW DIRECTOR 0.00 X 0 0 0 JANET S DURDEN PRESIDENT 40.00 X 123929 0 3514 KIMBERLY LOWERY VICE-PRESIDENT 40.00 X 84202 0 3665 TRACI CANTERBURY CFO 40.00 X 30710 0 0 238841 0 7179 1 0 0 0 0 2870948 57265 2870948 2-1-1 PROGRAM REVENUE 624100 942323 942323 942323 93264 93264 OTHER REVENUE 900099 234 234 234 3906769 942557 0 93264 X 1334678 1334678 18941 18941 296333 192616 38523 65194 1535891 998330 199666 337895 81484 52965 10593 17926 262753 170789 34158 57806 129629 84259 16852 28518 2178 2178 29884 29884 24187 24187 65207 48253 1304 15650 20171 4522 2623 13026 208484 179296 10424 18764 66771 40747 8012 18012 59157 40429 5762 12966 19548 11729 4887 2932 42038 23541 5885 12612 83926 53712 15107 15107 4267 683 3285 299 CONTRACT LABOR 87003 57422 21751 7830 CAMPAIGN EVENTS & SUPPL 67023 6211 1854 58958 TELEPHONE AND INTERNET 60219 51788 3011 5420 BUILDING AND PROPERTY M 23952 17964 719 5269 82001 38718 13031 30252 4605725 3427593 453696 724436 250 541 2531792 2108220 1199051 1196620 67383 274461 9097 15151 1866415 1098781 839920 767634 80160 80160 4727653 4442787 227993 408601 419355 423287 802943 1052234 80160 54587 1530451 1938709 X 1796655 1103531 1400547 1400547 3197202 2504078 4727653 4442787 X -698956 5833 -1 X 0 1 X 1 0 X 3303055 3684263 3207873 3154226 2870948 16220365 3303055 3684263 3207873 3154226 2870948 16220365 1215665 15004700 9717 8837 82776 96689 93264 291283 234 234 16511882 4372008 0.90870 0.88440 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1866415 1098781 767634 767634 LEASE LIABILITY 54587 54587 X 3912602 5833 5833 3906769 0 3906769 4605725 0 4605725 0 4605725 PART X, LINE 2: UNITED WAY IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THUS, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. UNITED WAY BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. UNITED WAY'S FEDERAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR THE YEARS ENDED JUNE 30, 2023, 2024 AND 2025 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. 1 ARCO 901 NORTH 4TH STREET MONROE LA 71201 720568009 501C3 36553 0 TO SUPPORT ARCO'S CUSTOMIZED EMPLOYMENT PROGRAM BOY SCOUTS LOUISIANA PURCHASE 2405 OLIVER ROAD MONROE LA 71201 720423632 501C3 55500 0 TO SUPPORT TRADITIONAL SCOUTING BOYS & GIRLS CLUB OF NORTHEAST LA PO BOX 1769 WEST MONROE LA 71294 720550496 501C3 143160 0 TO SUPPORT PROJECT LEARN CATHOLIC CHARITIES 3208 CONCORDIA STREET MONROE LA 71201 530196620 501C3 27000 0 TO SUPPORT FAMILY STRENGTHENING CHRISTOPHER YOUTH CENTER PO BOX 7496 MONROE LA 712117496 721165751 501C3 45000 0 TO SUPPORT EMERGENCY YOUTH SHELTER AND TRANSITIONAL LIVING PROGRAM DART 108 WEST ALABAMA RUSTON LA 71270 721273159 501C3 85000 0 TO SUPPORT DOMESTIC VIOLENCE PROGRAM FOOD BANK OF NORTHEAST LOUISIANA PO BOX 5048 MONROE LA 71211 721333809 501C3 63490 0 GENERAL AGENCY SUPPORT; TO SUPPORT BACKPACK FOR KIDS AND SENIOR PROGRAMS GIRLS SCOUTS OF LOUISIANA - PINES 102 ARKANSAS AVENUE MONROE LA 71201 720488660 501C3 15000 0 TO SUPPORT LEADERSHIP EXPERIENCE GOODWILL INDUSTRIES OF NORTH LOUISIANA 800 WEST 70TH STREET SHREVEPORT LA 71106 720460816 501C3 18000 0 TO PROVIDE WORKFORCE DEVELOPMENT, JOB PLACEMENT, AND SUPPORT SERVICES THAT EMPOWER INDIVIDUALS WITH BARRIERS TO EMPLOYMENT TO ACHIEVE ECONOMIC INDEPENDENCE. LA UNITED METHODIST CHILDRENFAMILY SVCS 904 DEVILLE RUSTON LA 71270 720435081 501C3 65000 0 TO SUPPORT FAMILY COUNSELING CENTER AND SPECIAL NEEDS EQUINE THERAPY PROGRAM LINCOLN COUNCIL ON AGING PO BOX 1058 RUSTON LA 71273 720749959 501C3 25154 0 TO SUPPORT HOME DELIVERED MEALS LYFE SKILLS COLLABORATION INC 801 PRAIRIE STREET WINNSBORO LA 71295 833671171 501C3 7000 0 TO EQUIP INDIVIDUALS WITH ESSENTIAL LIFE AND JOB-READINESS SKILLS, FOSTERING LONG-TERM FINANCIAL STABILITY AND SELF-SUFFICIENCY. MED-CAMPS OF LOUISIANA 102 THOMAS RD SUITE 615 WEST MONROE LA 71294 721320517 501C3 61760 0 TO SUPPORT SUMMER CAMPING OPPORTUNITIES INDUSTRIAL CENTER PO BOX 4255 MONROE LA 71211 720801911 501C3 49000 0 TO SUPPORT BUSINESS MANAGEMENT AND TECHNOLOGY AND HIGH SCHOOL EQUIVALENCE TEST PROGRAMS OUACHITA COUNCIL ON AGING PO BOX 7418 MONROE LA 71211 720650389 501C3 65525 0 TO SUPPORT CONGREGATE AND HOME DELIVERED MEALS, THE HOMEMAKER PROGRAM, AND NON-EMERGENCY MEDICAL TRANSPORTATION RAYS OF SONSHINE PO BOX 7299 MONROE LA 71211 721455295 501C3 17640 0 TO SUPPORT PROJECT HOPE AND THE ZONE ST VINCENT DE PAUL COMMUNITY 502 GRAMMONT STREET MONROE LA 71201 900014479 501C3 42224 0 TO SUPPORT PRESCRIPTION & COUNSELING SERVICES THE HEALTH HUT 310 W MISSISSIPPI RUSTON AL 71270 273764078 501C3 15000 0 TO SUPPORT LAB FEES FOR THE UNINSURED THE WELLSPRING 1515 JACKSON STREET MONROE LA 71201 720442226 501C3 171281 0 TO SUPPORT COUNSELING & FAMILY DEVELOPMENT CENTER, DOMESTIC VIOLENCE PROGRAM, RURAL VICTIM SERCIES, AND YEP UNION PARISH COUNCIL ON AGING 606 E BOUNDARY STREET FARMERVILLE LA 71241 720651270 501C3 25000 0 TO SUPPORT CONGREGATE & HOME DELIVERED MEALS WEST OUACHITA SENIOR CENTER 1800 NORTH 7TH STREET WEST MONROE LA 71291 720992952 501C3 60000 0 TO SUPPORT SENIOR ADULT AND COMMUNITY SUPPORTIVE SERVICES NOVA WORKFORCE INSTITUTE OF NORTHEAST LA 1900 N 18TH STREET MONROE LA 71201 300462723 501C3 10000 0 TO SUPPORT ONE FULL TIME STAFF PERSON TO PROVIDE WORKFORCE SUPPORT JUNIOR LEAGUE OF MONROE INC 2811 CAMERON STREET MONROE LA 71201 726027045 501C3 13000 0 TO SUPPORT 21 SCHOOLS WITH BASIC PERSONAL NEEDS AND HYGIENE ITEMS NELA SICKLE CELL ANEMIA FOUNDATION PO BOX 1165 MONROE LA 71210 720911627 501C3 15000 0 TO SUPPORT SOCIAL SERVICES AND SOCIAL WORKER 24 HOMELESS RESPONSE 860 18941 PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS UNITED WAY'S COMMUNITY INVESTMENT OPERATION EVALUATORS IS A TEAM OF VOLUNTEERS WITH ACCOUNTING/FINANCE BACKGROUNDS WHO REVIEW EACH AGENCY. THE EVALUATORS MAKE VISITS TO THE AGENCIES. THEY REVIEW FINANCIAL STATEMENTS, BOARD OF DIRECTORS MINUTES, CANCELLED CHECKS, BANK ACCOUNTS, PAYROLL TAX DEPOSIT CONFIRMATIONS, 941 FORMS, STATE UNEMPLOYMENT TAX RETURNS, AND STATE WITHHOLDING INCOME TAX RETURNS. THE COMMUNITY INVESTMENT COMMITTEE REVIEWS PROGRAM AND OUTCOME, MANAGEMENT INFORMATION AND ANY COLLABORATIVE EFFORTS BETWEEN THE AGENCY'S PROGRAM AND THE OTHER ORGANIZATIONS WHICH ASSIST THE AGENCY IN ACHIEVING ITS PROGRAM OUTCOMES. X 7 57265 STOCK MARKET 0 0 0 PART I, COLUMN (B): 7 IS THE NUMBER OF SEPARATE STOCK CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 6 FORM 990, PART VI, LINE 6 - CLASSES OF MEMBERS OR STOCKHOLDERS - ARTICLE 4 OF THE BYLAWS STATES "MEMBERS OF THE CORPORATION SHALL BE ANYONE WHO MAKES A CONTRIBUTION DURING THE FISCAL YEAR". FORM 990, PART VI, SECTION A, LINE 7A FORM 990, PART VI, LINE 7A - ELECTION OF MEMBERS AND THEIR RIGHTS - ARTICLE 6, SECTION 2 OF THE BYLAWS STATES "THE MEMBERS SHALL ELECT THE BOARD OF DIRECTORS". FORM 990, PART VI, SECTION A, LINE 7B FORM 990, PART VI, LINE 7B - DECISIONS SUBJECT TO APPROVAL OF MEMBERS - ARTICLE VII OF THE ARTICLES OF INCORPORATION STATE "THIS CHARTER MAY BE AMENDED OR ALTERED BY A TWO-THIRDS VOTE OF THE MEMBERS PRESENT AT THE ANNUAL MEETING OR A SPECIAL MEETING OF THE MEMBERS CALLED FOR THAT PURPOSE". FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE TREASURER PRIOR TO FILING, AND IS PRESENTED TO THE AUDIT / FINANCE COMMITTE AT A LATER DATE. FORM 990, PART VI, SECTION B, LINE 12C FORM 990, PART VI, LINE 12C - ENFORCEMENT OF CONFLICTS POLICY - UNITED WAY ASKS ALL STAFF AND VOLUNTEERS, INCLUDING THE BOARD OF DIRECTORS, TO COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT DISCLOSING ANY RELATIONSHIPS THEY HAVE WITH BUSINESSES DOING ANY BUSINESS WITH THE UNITED WAY. IF A VOTING MATTER ARISES CONCERNING PARTIES IN WHICH A CONFLICT OF INTEREST EXISTS, THAT BOARD MEMBER ABSTAINS FROM THE VOTE. FORM 990, PART VI, SECTION B, LINE 15 FORM 990, PART VI, LINE 15A - COMPENSATION PROCESS FOR TOP OFFICIAL DURING THE BUDGET PROCESS - STAFF SALARIES ARE COMPARED TO UNITED WAY OF AMERICA STAFF SALARY SURVEYS FOR SALARIES FOR THE POSITIONS IN UNITED WAY ACROSS THE COUNTRY. THESE SURVEYS GIVE EACH POSITION AND ARE BROKEN DOWN INTO REGIONS OF THE COUNTRY AND BY UNITED WAY SIZE. BASED ON THE SALARIES IN THE SURVEY, UNITED WAY WILL THEN PROPOSE SALARIES TO THE COMPENSATION COMMITTEE, THEN THE FINANCE COMMITTEE, AND FINALLY THE BOARD. COMPENSATION PROCESS FOR OFFICERS SAME AS PART VI, LINE 15A. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 PART VI, LINE 19 - GOVERNING DOCUMENTS DISCLOSURE EXPLANATION - THE AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON THE WEBSITE. OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990 - ADDITIONAL INFORMATION COMPUTATION OF OVERHEAD PERCENTAGE: MANAGEMENT & GENERAL EXPENSES (FORM 990, PART IX, LINE 25C) $453,696 FUNDRAISING EXPENSES (FORM 990, PART IX, LINE 25D) $724,436 TOTAL MANAGEMENT & GENERAL AND FUNDRAISING EXPENSES $1,178,132 TOTAL REVENUE (FORM 990, PART VIII, LINE 12A) $3,912,602 TOTAL M&G AND FR EXPENSES / TOTAL REVENUE = OVERHEAD % 30.11% FORM 990, PART XI, LINE 9: ROUNDING -1.